Category Archive

In his recent interview with Odd Lots, John Rogers argues that value investing is not dead, despite the prolonged outperformance of growth stocks. He references Warren Buffett’s philosophy of being “greedy when others are fearful” and highlights the cyclical nature of markets. Rogers sees opportunities in overlooked, undervalued “orphan” stocks, … Read More

During the recent Barron’s Roundtable, John Rogers expressed his concern that the current technology-driven market rally, led by AI companies, may be nearing its peak, drawing parallels to the dot-com era. He acknowledges that while today’s market leaders have solid businesses, they are highly overvalued. The gap between large-cap growth … Read More

In his recent Q1 2024 Market Commentary, John Rogers says the recent rally in the stock market has been significantly driven by four major stocks, referred to as the “fab four”: Amazon, Meta Platforms, Microsoft, and NVIDIA. These companies not only have high valuations but also a considerable impact on … Read More

During this interview with McKinsey, John Rogers was asked what principles had guided him through tough periods of higher risk and uncertainty. Here is his response: Rogers: Something so important to successful investing is not getting outside of your comfort zone, trying to own a little bit of everything, or … Read More

In his latest Q42023 Letter, John Rogers anticipates a narrowing gap between mega-cap and small to mid-cap stocks as interest rates decrease in 2024 and beyond. His belief is supported by factors such as consumer confidence, stable wages, and sustained long-term economic growth. Despite market concentration, his 41 years of … Read More

During his recent discussion with Mario Gabelli, John Rogers discussed the sweet spot in terms of how many stocks you should own. Here’s an excerpt from the discussion: Rogers: We both started our funds in 1986. You learn over that time what your sleep at night kind of risk you’re … Read More

During his recent interview with Bloomberg Live, John Rogers explained why there will always be opportunities for value investors that are left in this market. Here’s an excerpt from the interview: Rogers: I think it’s a temporary phenomenon. Sometimes markets go crazy and… Host: Are they crazy right now? Rogers: … Read More

In his recent interview with The World According To Boyar, Jim Rogers discusses his sell strategy. Here’s an excerpt from the interview: Rogers: There’s two reasons we sort of touched on a little bit. One is the question, stocks get to be expensive. And typically when they’re getting expensive, they’re … Read More

In his latest Q1 2022 Letter, John Rogers says long-neglected value stocks are poised to outperform growth. Here’s an excerpt from the letter: Geopolitical instability, surging inflation, tighter monetary policy, a sharp run up in commodity prices as well as supply chain constraints present risks on a go forward basis. … Read More

In his recent interview with CNBC, John Rogers explained why 2022 will be a great year for value. Here’s an excerpt from the interview: Rogers: I feel strongly that 2022 is really going to be a great great year for value, and these large tech stocks have had their run … Read More

In his recent interview on Bloomberg, John Rogers explained why more than ever, the greatest opportunities are in small-caps. Here’s an excerpt from the interview: Rogers: From the very beginning when we started Ariel 38 years ago we were heavily influenced by the place that I used to work William … Read More

In his recent interview with Kiplinger’s, John Rogers explains why value is making a comeback, and why he believes we are only in the second innings of a long value cycle. Here’s an excerpt from the interview: Value investing struggled for a long time but came back in a big … Read More

In his recent interview on The Long View Podcast, John Rogers discussed what he learned from the multi-year slump in small cap and value. Here’s an excerpt from the interview: Benz: What has the multi-year slump in small cap and value taught you that you didn’t know entering this period? Rogers, … Read More

In their recent WSJ article titled – How To Understand This Crazy Year And What To Do Now, Ariel’s John Rogers and Melody Hobson discuss the events of 2020 and why they believe that market extremes have become so excessive that now is the time to buy value. Here’s an … Read More

Here’s a great interview with contrarian value manager John Rogers on WealthTrack who says if you don’t follow the crowd you’ll be a better investor. “Value investing is a contrarian approach. You’re going to be buying when others are selling. When there’s a lot of fear out there you’re going … Read More